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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,156 | $88,702+86.2% | $81,780+102.0% | $145,978+13.1% |
| Participation rate | 76.9% | 75.0%+1.9pp | 72.4%+4.6pp | 80.3%-3.4pp |
| Annual return | 17.29% | 1029.12%-1011.8pp | 776.27%-759.0pp | 550.52%-533.2pp |
| Employer contribution / active EE | $585 | $3,084-81.0% | $2,914-79.9% | $4,662-87.4% |
| Participant deferral / active EE | $2,002 | $4,645-56.9% | $4,321-53.7% | $6,690-70.1% |
| Admin fee / account holder | $11,782 | $8,414+40.0% | $7,384+59.6% | $13,400-12.1% |